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Private Foundation TY2026 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Pacific Northwest (WA / OR / AK) HQ: Hood River, OR

Hood River Bannockburn Montague Philanthropic Foundation & Charitable Trust

$5.3B Total AUM · Institutional LP profile covering 25 historical fund disclosure records ($500.0M parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Buyout, Distressed / Special Situations, Growth Equity, Direct Lending (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
25
5 Open Source Trails Below
Sum of Disclosed Rows
$500.0M
Total AUM: $5.3B
Median Holding / Carrying Value
$16.8M
Range: $13.0M – $39.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/25)
1 Gatekeepers · 5 Disclosed Strategies
IRS Form 990-PF Disclosure Note: Private foundation Part II investment schedules report end-of-year book or fair-market carrying value rather than original LP commitment amounts unless separately itemized, and statutory Form 990-PF filings do not report fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Hood River Bannockburn Montague Philanthropic Foundation & Charitable Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 25 total tracked records (+20 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Carrying / Fair Value Disclosed Performance Primary Source Trail
TTCP NMERB SMA Growth, L.P. Growth Equity 2025
$18.0M
Reported carrying value (Form 990-PF) · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · TY2026 IRS Form 990-PF (Investments Schedule)
Core Equity Fund IV Buyout 2025
$14.0M
Reported carrying value (Form 990-PF) · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · TY2026 IRS Form 990-PF (Investments Schedule)
Blackstone Capital Partners XI Buyout 2024
$16.0M
Reported carrying value (Form 990-PF) · As of March 2026
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · TY2026 IRS Form 990-PF (Investments Schedule)
Voleon Institutional Strategies Fund LP Multi-Strategy 2024
$15.0M
Reported carrying value (Form 990-PF) · As of March 2026
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · TY2026 IRS Form 990-PF (Investments Schedule)
EQT Exeter Logistics Value Fund III Real Estate 2024
$13.0M
Reported carrying value (Form 990-PF) · As of March 2026
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · TY2026 IRS Form 990-PF (Investments Schedule)

Forward-Looking Searches, Pacing Plans & Governance Updates — Hood River Bannockburn Montague Philanthropic Foundation & Charitable Trust

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Hood River Bannockburn Montague Philanthropic Foundation & Charitable Trust (Private Foundation, $5.3B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 20.0% vs. 17.4% Actual; $137.8M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$62M–$117M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 20.0% vs 17.4% actual on $5.3B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-22

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Hood River Bannockburn Montague Philanthropic Foundation & Charitable Trust

507 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Hood River Bannockburn Montague Philanthropic Foundation & Charitable Trust (24 shared vehicles tracked; showing top 3 bilateral overlaps).

Explore Paths in Interactive Demo
1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 11 Shared Vehicles

Brazosport Genesee Valley Weatherby Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Texas
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Cerberus Supply Chain Fund Lp (2023 Vintage)
Hood River Bannockburn Montague Philanthropic Foundation & Charitable Trust: $26.2M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Brazosport Genesee Valley Weatherby Institutional Outsourced CIO & Wealth Advisory: $62.5M · SEC Form ADV 7.B

Additional shared vehicles: Cerberus Levered Loan Opportunities Fund V (2023 Vintage) · Cerberus Institutional Real Estate Partners VI (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 9 Shared Vehicles

Westfield Capital Management Company

OCIO / Wealth RIA Boston, MA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Cerberus Levered Loan Opportunities Fund V (2023 Vintage)
Hood River Bannockburn Montague Philanthropic Foundation & Charitable Trust: $13.8M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Westfield Capital Management Company: $106.2M · SEC Form ADV 7.B

Additional shared vehicles: Cerberus Supply Chain Fund Lp (2023 Vintage) · Cerberus Institutional Real Estate Partners VI (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 9 Shared Vehicles

Aon Investments USA Inc.

OCIO / Wealth RIA Chicago, IL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Cerberus Institutional Real Estate Partners VI (2021 Vintage)
Hood River Bannockburn Montague Philanthropic Foundation & Charitable Trust: $16.8M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)
Aon Investments USA Inc.: $61.5M · SEC Form ADV 7.B

Additional shared vehicles: Cerberus Supply Chain Fund Lp (2023 Vintage) · Cerberus Levered Loan Opportunities Fund V (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+504 Additional Institutional LPs Report Shared Vehicles with Hood River Bannockburn Montague Philanthropic Foundation & Charitable Trust

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Request Pilot Access to Full Workspace Data for Hood River Bannockburn Montague Philanthropic Foundation & Charitable Trust

You are viewing 5 open public preview records (out of 25 total tracked records for Hood River Bannockburn Montague Philanthropic Foundation & Charitable Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 25 tracked historical disclosure records (+20 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (507 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

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Strategies Disclosed by Hood River Bannockburn Montague Philanthropic Foundation & Charitable Trust

Real Estate LPs →Buyout LPs →Distressed / Special Situations LPs →Growth Equity LPs →Direct Lending LPs →

Frequently Asked Questions: Hood River Bannockburn Montague Philanthropic Foundation & Charitable Trust

What type of institutional allocator is Hood River Bannockburn Montague Philanthropic Foundation & Charitable Trust and what is their typical disclosed ticket size?

Hood River Bannockburn Montague Philanthropic Foundation & Charitable Trust is categorized under Private Foundation (Regional Roadshow Hub: Pacific Northwest (WA / OR / AK); Headquarters: Hood River, OR). Across 25 historical disclosure records tracked on Prilago ($500.0M total parsed USD across disclosed rows), the median disclosed amount is $16.8M (range: $13.0M to $39.0M).

Which private-market strategies appear in Hood River Bannockburn Montague Philanthropic Foundation & Charitable Trust's public disclosures?

Hood River Bannockburn Montague Philanthropic Foundation & Charitable Trust has disclosed records across Real Estate, Buyout, Distressed / Special Situations, Growth Equity, Direct Lending. Open preview records include TTCP NMERB SMA Growth, L.P. (2025 Vintage), Core Equity Fund IV (2025 Vintage), Blackstone Capital Partners XI (2024 Vintage), Voleon Institutional Strategies Fund LP (2024 Vintage).

How are Hood River Bannockburn Montague Philanthropic Foundation & Charitable Trust's historical records substantiated and separated from active searches on Prilago?

Records for Hood River Bannockburn Montague Philanthropic Foundation & Charitable Trust cite primary public disclosures (TY2026 IRS Form 990-PF (Investments Schedule)), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Hood River Bannockburn Montague Philanthropic Foundation & Charitable Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/hood-river-bannockburn-montague-philanthropic-foundation-and-charitable-trust or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Hood River Bannockburn Montague Philanthropic Foundation & Charitable Trust?

In Prilago's bilateral commitment graph, Hood River Bannockburn Montague Philanthropic Foundation & Charitable Trust shares resolved underlying fund vehicles with 507 institutional LPs across 24 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Brazosport Genesee Valley Weatherby Institutional Outsourced CIO & Wealth Advisory (11 shared vehicles, e.g. Cerberus Supply Chain Fund Lp (2023 Vintage)), Westfield Capital Management Company (9 shared vehicles, e.g. Cerberus Levered Loan Opportunities Fund V (2023 Vintage)), Aon Investments USA Inc. (9 shared vehicles, e.g. Cerberus Institutional Real Estate Partners VI (2021 Vintage)).

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